P&L Permissions

Top  Previous  Next

Access to view all three P&L screens (Realized, Past realized, Unrealized) is done by granting permissions found under the Mark to Market section.

 

PnL_permissions

 

Permission name

Function

View P&L - realized - current

To see and use the Realized P&L tile on the home screen.

View P&L - realized - past

To see and use the Past realized P&L tile on the home screen.

View P&L - unrealized

To see and use the Unrealized P&L tile on the home screen.